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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $442M AUM 606 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 404 New 80 Added 98 Reduced 4 Exited
Page 4 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HSY HERSHEY CO Consumer Defensive 595.0 $124K 0.03% NEW $207.89 -8.9%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,031.0 $123K 0.03% NEW $60.64 -3.3%
63 FNV FRANCO NEV CORP Basic Materials 487.0 $120K 0.03% NEW $247.05 -10.0%
64 MDT MEDTRONIC PLC Healthcare 1,382.0 $120K 0.03% NEW $86.65 -10.5%
65 CVS CVS HEALTH CORP Healthcare 1,634.0 $117K 0.03% NEW $71.83 +33.2%
66 AMAT APPLIED MATLS INC Technology 342.0 $117K 0.03% NEW $341.46 +22.9%
67 VBK VANGUARD INDEX FDS 386.0 $117K 0.03% NEW $302.25 +10.0%
68 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 7,429.0 $116K 0.03% NEW $15.66 -1.3%
69 FEGE RBB FUND TRUST 2,444.0 $115K 0.03% NEW $47.00 +5.4%
70 DHR DANAHER CORP DEL Healthcare 605.0 $115K 0.03% NEW $189.60 -13.2%
71 ES EVERSOURCE ENERGY Utilities 1,653.0 $115K 0.03% NEW $69.28 -0.1%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 781.0 $114K 0.03% NEW $146.28 -9.1%
73 JEPI J P MORGAN EXCHANGE TRADED F 2,007.0 $114K 0.03% NEW $56.68 -1.3%
74 OTIS OTIS WORLDWIDE CORP Industrials 1,468.0 $113K 0.03% NEW $77.08 -8.8%
75 SUSA ISHARES TR 844.0 $111K 0.03% NEW $132.10 +12.9%
76 DDOG DATADOG INC Technology 922.0 $109K 0.03% NEW $118.05 +84.0%
77 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,500.0 $109K 0.03% NEW $72.46 +19.5%
78 BSX BOSTON SCIENTIFIC CORP Healthcare 1,718.0 $108K 0.02% NEW $62.75 -11.7%
79 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 368.0 $107K 0.02% NEW $290.49 +0.2%
80 AMR ALPHA METALLURGICAL RESOUR I Energy 511.0 $105K 0.02% NEW $205.27 -14.2%
Page 4 of 21  ·  404 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.8%
Technology 25.9%
Healthcare 10.0%
Industrials 8.4%
Consumer Cyclical 7.7%
Communication Services 6.7%
Energy 4.1%
Consumer Defensive 4.1%
Utilities 3.0%
Basic Materials 1.6%